SAP ConfigGuide: Sales and Distribution

Tài liệu toàn tập phân hệ Sales and Distribution trong SAP ERP Cấu Hình hoàn chỉnh Giải thích Đường dẫn, step by step config các chỉ số liên quan. This configuration guide provides the information you need to set up the configuration of this building block manually. If you do not want to configure manually and prefer an automated installation process using the SAP Best Practices Installation Assistant and other tools, refer to the SAP Best Practices Quick Guide. Liên hệ: Lâm Nhi leeseven007gmail.com.

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CautionExampleNoteRecommendationSyntax

External ProcessBusiness Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen These include Field

names, screen titles, pushbuttons as well as menu names, paths and options

Cross-references to other documentation

Example text Emphasized words or phrases in body text, titles of graphics and tables.EXAMPLE TEXT Names of elements in the system These include report names,

program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE

Example text Screen output This includes file and directory names and their paths,

messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the

ENTER key

Example text Exact user entry These are words or characters that you enter in the

system exactly as they appear in the documentation

<Example text> Variable user entry Pointed brackets indicate that you replace these

words and characters with appropriate entries

Sales and Distribution 8

1 Purpose 8

2 Preparation 8

2.1 Prerequisites 8

3 Configuration 8

3.1 Order Scheduling 8

3.1.1 Defining Floats (Scheduling Margin Key) 8

3.2 SD Business Partner Configuration 9

3.2.1 Customer Control 9

3.2.2 Customer Master Data 15

3.2.3 Customer Hierarchies 16

3.3 Logistics Execution 18

3.3.1 LE: Shipment Cost 18

3.3.2 LE: Routes 19

3.3.3 LE: Packaging 19

3.3.4 LE: Defining Shipping Points 23

3.3.5 LE: Deliveries 24

3.4 Pricing 26

3.4.1 Defining Condition Tables 26

3.4.2 Defining Access Sequences 27

3.4.3 Condition Types 27

3.4.4 Copying Rules for Condition Types 28

3.4.5 Defining and Assigning Pricing Procedure 28

3.4.6 Defining Pricing Procedure Determination 31

3.4.7 Defining Document Pricing Procedure 32

3.5 Account Determination 32

3.5.1 Materials: Account Assignment Group 32

3.5.2 Customers: Account Assignment Group 33

3.5.3 Defining Account Determination Procedure 33

3.5.4 Default Values for Account Group for Customer Creation 34

3.5.5 Defining Account Keys 34

3.6 Assigning G/L Accounts 35

3.7 Tax Determination in Master Records 38

3.7.1 Defining Tax Determination Rules 38

3.8 Availability Check 38

3.8.1 Defining Checking Groups 38

3.8.2 Defining Material Block for Other Users 39

3.8.3 Defining Checking Groups Default Value 39

3.8.4 Carrying Out Control for Availability Check 40

3.8.5 Availability Checking against Product Allocation: Maintaining Procedure 41

3.8.6 Availability Checking against Product Allocation: Defining Object 42

3.8.7 Availability Checking against Product Allocation: Specifying Hierarchy 42

3.8.8 Availability Checking against Product Allocation: Defining Consumption Periods 43

3.8.9 Availability Checking against Product Allocation: Controlling Product Allocation 43

3.8.10 Defining Flow According to Requirement Category 44

3.9 Output Control 45

3.9.1 Maintaining Output Determination Procedure 45

3.10 Output Control – Sales Documents 45

3.10.1 Maintaining Output Types: Output Types 45

3.10.2 Maintaining Output Types: Message Types 46

3.11 Output Control – Shipping 47

3.11.1 Maintaining Output Types 47

3.11.2 Maintaining Output Determination Procedure - Procedures 47

3.11.3 Maintaining Output Types - Partner Function 48

3.12 Output Control – Billing 49

3.12.1 Maintaining Output Types 49

3.12.2 Assigning Output Determination Procedures 49

3.12.3 SD Output Determination - Billing Partner Functions 50

3.13 Defining Print Parameters 50

3.13.1 Defining Print Parameters Sales Organization 50

3.13.2 Defining Print Parameters Shipping 51

3.14 Output Control – Picking SD 52

3.14.1 Output Determination for Picking List 52

3.14.2 Maintaining Print Parameter for SD Picking 53

3.15 Product-Specific Settings 53

3.15.1 Maintaining Procedure Determination in Background for Product Proposal 53

3.15.2 Maintaining Procedure Determination Online for Product Proposal 54

3.15.3 Assigning Document Procedure to Sales Document Type 54

3.16 Defining Item Category Groups 55

3.17 Determining Active Receivables per Item Category 56

3.18 Changing Controllable Error Messages Shipping Processing 56

3.19 Sales Order Processing I 56

3.19.1 Defining Number Ranges for Sales Documents 57

3.19.2 Defining Sales Document Types 57

3.19.3 Sales Organizations - Assign Order Type 58

3.19.4 Divisions by SalesOrg - Assign Order Type 59

3.19.5 DistribCh by SalesOrg - Assigning Order Type 59

3.19.6 Assigning Sales Area to Sales Document Types 60

3.19.7 Assigning Sales Area to Credit Control Area 61

3.19.8 Defining Commodity Codes / Import Code Numbers by Country 61

3.19.9 Defining Customs Offices 62

3.19.10 Defining Modes of Transport 62

3.19.11 Defining Business Transaction Types and Default Value 63

3.19.12 Proposal for Business Transaction Type in Export 63

3.19.13 Defining Relevant Item Categories 63

3.19.14 Defining Incompleteness Procedures 64

3.19.15 Assigning Incompleteness Procedures 65

3.19.16 Foreign Trade Data in MM and SD Documents 65

3.19.17 Defining and Assigning Text Determination Procedures 65

3.19.18 Assigning Material Determination Procedures to Sales Document Types 66

3.20 Down Payment Configuration 66

3.20.1 Defining Billing Plan Types 67

3.20.2 Date Category 67

3.20.3 Defining and Assigning Item Category YBAO 68

3.21 Defining Item Categories for Deliveries 68

3.22 Assigning Item Categories 69

3.23 Copy Control: Sales Document to Billing Document 70

3.24 Specifying Copy Controls for Deliveries 71

3.25 Determination of Requirement Types using Transaction 71

3.26 Defining Delivery Item Category 72

3.27 SIS Configuration 73

3.27.1 SIS Header Configuration 73

3.27.2 SIS Item Configuration 73

3.27.3 Activate SIS Info Structures 74

3.28 LE Output Control 74

3.28.1 Maintaining Output Determ Procedures for Outbound Deliveries 75

3.28.2 Maintaining Output Determination Procedure for Shipping Units - Control 75

3.29 Sales Document Processing II 76

3.29.1 Maintaining Copy Control for Sales Documents (QT) Header 76

3.29.2 Maintaining Copy Control for Sales Documents (QT) Item 76

3.29.3 Maintaining Copy Control for Sales Documents (QT) Schedule Line 78

3.29.4 Assigning Item Categories 78

3.29.5 Defining Item Categories 79

3.29.6 Setting up Partner Determination Procedure Assignment for Item categories 79

3.29.7 Maintaining Item Category Assign Text Determination Procedure 80

3.29.8 Assigning Incompleteness Procedures 81

3.29.9 Maintaining Copy Control Delivery Doc to Billing Doc 81

4 Creating Master Data 82

4.1 Creating Output Tax Record (MWST) 82

5 Appendix 83

Sales and Distribution

1 Purpose

This configuration guide provides the information you need to set up the configuration of this

building block manually

If you do not want to configure manually and prefer an automated installation process using the

SAP Best Practices Installation Assistant and other tools, refer to the SAP Best Practices Quick

Guide.

2 Preparation

2.1 Prerequisites

Before you start installing this scenario, you must install prerequisite building blocks For more

information, see the Building Block Prerequisites Matrix for SAP Best Practices Baseline

1 Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu ProductionShop Floor

ControlOperationsSchedulingDefine Scheduling Margin Key

2 On the Change View Margins for scheduling: Overview screen, choose New Entries.

3 On the New Entries: Details of Added Entries screen, make the following entries:

Plnt Name 1 Key Opening

Period Float After Production Float Before Production Release Period

IMG menu Sales and DistributionBasic FunctionsPartner

DeterminationSet up Partner Determination

2 In the Choose Activity dialog box, double-click Set up Partner Determination for Customer Master.

3 On the Change View Partner Determination Procedures: Overview screen, double-click

Account Groups – Function Assignment.

4 Choose New Entries.

5 On the New Entries: Details of Added Entries screen, make the following entries:

1 Access the activity using one of the following navigation options:

Transaction code OVT0

IMG menu Logistics – GeneralBusiness PartnerCustomersControl

Define Account Groups and Field Selection for Customers

2 On the Change View Customer Account Groups: Overview screen, choose New

Entries.

3 On the New Entries: Details of Added Entries screen, make the following entries:

Field name Description User action and values Note

4 Double-click the General data text.

5 On the Maintain Field Status Group: Overview screen, set the radio buttons in each group as

follows:

Field name User action and values

Group Address

Suppress Search term B, Street 5, Buildings, Company postal code, Note, Regional

structure grouping, Sex, Date of birth, Marital status, Academic title, Nameprefix, 2 academic title, 2nd prefix, Name at Birth, Nickname, Name affix, Initials, Country for format, Format name, Alternative place of residence, P.O box without number, PO box country, PO Box Region, Name Formatting, Undeliverable Street, Undeliverable Postbox

Req Entry Name 1/last name, Search term A, Postal code, city,

Opt Entry Mark the rest optional

Group Communication

Suppress Mobile Telephone

Req Entry N/A

Opt Entry Mark the rest optional

Group Control

Suppress Reference account group (OTA), Business Place, Tax type, CFOP

category, Tax number 3, Tax number 4, Brazilian taxes: ICMS, IPI, S.T., Tax categories

Req Entry N/A

Opt Entry Mark the rest optional

Group Marketing

Req Entry N/A

Opt Entry Mark all optional

Group Payment transactions

Req Entry N/A

Opt Entry Mark all optional

Opt Entry Mark all optional

Group Contact person

Req Entry N/A

Opt Entry Mark all optional

Group Foreign trade

Req Entry N/A

Opt Entry Mark all optional

6 Choose Save, and then choose Back.

7 Double-click the Company code data text,.

8 On the Maintain Field Status Group: Overview screen, set the radio buttons in each group as

follows:

Field name User action and values

Group Account management

Suppress Personnel number, Gross income tax, Value adjustment key

Req Entry N/A

Opt Entry Mark the rest optional

Group Payment transactions

Suppress Credit memo terms of payment, Diff Payer in document, Accts recble

pledging ind

Req Entry N/A

Opt Entry Mark the rest optional

Group Correspondence

Req Entry N/A

Opt Entry Mark all optional

Group Insurance

Req Entry N/A

Opt Entry Mark all optional

Group W/holding tax data, w/h tax 2

Suppress Withholding tax code (2), Withholding tax number, Withholding tax typesReq Entry N/A

Opt Entry W/hold.tax deduction, w/h tax 2

9 Choose Save, and then choose Back.

10 Double-click the Sales data text.

11 On the Maintain Field Status Group: Overview screen, set the radio buttons in each group as

follows:

Field name User action and values

Group Sales

Req Entry Pricing procedure, Currency

Opt Entry Mark the rest optional

Group Shipping

Suppress Rail specifications

Opt Entry Mark the rest optional

Group Billing

Suppress Hedging and credit contr Area

Req Entry Taxes and licenses

Opt Entry Mark the rest optional

Group Partner usage

Opt Entry Mark all optional

Group Documents

Opt Entry Mark all optional

IMG menu Sales and DistributionMaster DataBusiness Partners

CustomersCustomer HierarchySet Partner Determination for Hierarchy Categories

2 In the Choose Activity dialog box, double-click Set up Partner Determination for Customer Master.

3 On the Change View Partner Determination Procedures: Overview screen, double-click

Partner Determination Procedure Assignment.

4 On the Change View Partner Determination Procedure Assignment: Overview screen, make

the following entries:

Group Description Partner Determination

YB02 Customer (ext.number

assignment)

YB03 Sold-to party Demo

YBOC One-time cust.

5 Choose Save.

3.2.2.1 Defining Legal Statuses

Use

This activity defines the possible business forms, which a customer can have (for example,

corporation or limited liability Company) You specify the business form in the general data of the customer master record as part of the marketing information (which specifies a business form for all sales areas)

Procedure

1 Access the activity using one of the following navigation options:

Transaction code OVR6

IMG menu Sales and DistributionMaster DataBusiness Partners

CustomersMarketingDefine Legal Statuses

2 On the Change View Legal Status (Customer Master): Overview screen, choose New Entries.

3 On the New Entries: Overview of Added Entries screen, make the following entries:

1 Access the activity using one of the following navigation options:

Transaction code OVS9

IMG menu Sales and DistributionMaster DataBusiness

PartnersCustomersSalesDefine Customer Groups

2 On the Change View Customer groups: Overview screen, choose New Entries.

3 On the New Entries: Overview of Added Entries screen, make the following entries:

4 Choose Save.

3.2.2.3 Defining Sales Districts

Use

In this menu option, you define the sales districts in which the customers' subsidiaries can be

located You specify the sales districts for the sales data in the customer master record for each sales area

Procedure

1 Access the activity using one of the following navigation options:

Transaction code OVR0

IMG menu Sales and DistributionMaster DataBusiness

PartnersCustomersSalesDefine Sales Districts

2 On the Change View Customers: Sales Districts: Overview screen, choose New

Entries.

3 On the New Entries: Overview of Added Entries screen, make the following entries:

4 Choose Save

3.2.3.1 Assigning Sales Areas to Customer Hierarchy Types

Use

This activity assigns sales areas to each other, which allows you to determine whether a sales

area uses its own customer hierarchies or shares one with another sales area

Procedure

1 Access the activity using one of the following navigation options:

Transaction code OVH3

IMG menu Sales and DistributionMaster DataBusiness Partners

CustomersCustomer HierarchyAssign Sales Areas

2 On the Change View Customer Hierarchy: Allowed Sales Area Assignments: Over

screen, choose New Entries.

3 On the New Entries: Overview of Added Entries screen, make the following entries.

CustHType Sales Org Distr.Chl Division HgLvSlsOrg HLDstrCh HgLvDivis.

4 Choose Save.

3.2.3.2 Allowed Account Group Assignments for Customer

Hierarchies

Use

This activity assigns the possible high-level account groups to the account groups permitted for

each customer hierarchy type Therefore, both the valid account groups for each hierarchy type

are defined and the high-level account groups of the valid account groups This prevents the

system assigning a ship-to party above a sold-to party

Procedure

1 Access the activity using one of the following navigation options:

Transaction code OVH2

IMG menu Sales and DistributionMaster DataBusiness Partners

CustomersCustomer HierarchyAssign Account Groups

2 On the Change View Allowed Acct Grp Assign for Cust Hier.: Overview screen,

choose New Entries.

3 On the New Entries: Overview of Added Entries screen, make the following entries:

4 Choose Save.

3.3 Logistics Execution

3.3.1.1 Defining and Assigning Shipping Type Procedure Group Use

This activity defines and assigns the shipping type procedure group 0005

Procedure

1 Access the activity using one of the following navigation options:

Transaction code T_72

IMG menu Logistics ExecutionTransportationShipment Costs

PricingPricing ControlDefine and Assign Pricing Procedures

2 In the Choose Activity dialog box, double-click Define and assign shipping type procedure group.

3 On the Change View Define shipping type procedure group: Overview screen, choose New

Entries.

4 On the New Entries: Details of Added Entries screen, make the following entries:

5 Choose Save, and then choose Back.

6 Double-click Dialog Structure Assign shipping type procedure group.

7 In the 05 Airplane row, in the ShpTyp Grp row, enter 0005.

8 Choose Save.

3.3.1.2 Assigning Purchasing Data

Use

For settlement, you must assign the organizational units in the shipment to the relevant

organizational units in purchasing These settings are necessary for creating accruals The

accruals are posted using service entry sheets The purchasing organizational units are needed

for service procurement

Procedure

1 Access the activity using one of the following navigation options:

Transaction code SM30

IMG menu Logistics ExecutionTransportationShipment Costs

SettlementAssign Purchasing Data

2 On the Change View Assignment of Purchasing Data for Shipment Costs: Overview

screen, choose New Entries.

3 On the New Entries: Details of Added Entries screen, make the following entries:

1 Access the activity using one of the following navigation options:

Transaction code SM30 (Customizing Object V_T173_COM)

IMG menu Sales and DistributionBasic FunctionsRoutesDefine

RoutesDefine Shipping Types

2 On the Change View Shipping types: Overview screen, choose New Entries.

3 On the New Entries: Details of Added Entries screen, make the following entries:

4 Choose Save.

3.3.3.1 Defining Packaging Material Types

Use

The packaging material type combines packaging materials into groups and contains essential

control features, which apply to the corresponding shipping materials When you specify a

shipping material type in the material master record, each shipping material is assigned to a

shipping material type

Procedure

1 Access the activity using one of the following navigation options:

Transaction code VHAR

IMG menu Logistics – GeneralHandling Unit ManagementBasicsDefine

Packaging Material Types

2 On the Change View Packaging Material Types: Overview screen, choose New Entries.

3 On the New Entries: Details of Added Entries screen, make the following entries:

Packag.m

at.type Output Det

Proc.

Output Type Sort Plant determ

in.

Pack

matl cat.

Number assgnmt Int interval Ext Interva

1 Access the activity using one of the following navigation options:

Transaction code SM30

IMG menu Logistics – GeneralHandling Unit ManagementBasicsDefine

Material Group for Packaging Materials